Business Description

Advanced Drainage Systems, Inc. is a leading manufacturer of thermoplastic corrugated pipe and related water management products. Headquartered in Hilliard, Ohio, the company provides stormwater and onsite wastewater solutions for commercial, residential, infrastructure, and agricultural applications. It is notable for being the largest maker of high-density polyethylene pipe in the United States and heavily utilizing recycled plastics in its manufacturing processes.

Everything on Advanced Drainage Systems, Inc.

Revenue (FY2026) $3.05B
YoY growth +5.0%
Operating margin 20.3%
Direction Expanding
Gross margin 38.3%
Net margin 14.0%

Earnings Transcripts

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Leadership & board

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Share Repurchase Program

Total authorized
$1.0 billion
Remaining (Fiscal year ended March 31, 2026)
$1,049,043 thousand (approximately $1.05 billion) as of March 31, 2026
Latest FY repurchased
$98.7 million (0.7 million shares) during fiscal 2026

Customer Concentration

The Company has a large, active customer base of approximately 16,000 customers, with two customers, Ferguson and Core & Main, each representing more than 10% of annual net sales; in aggregate these two customers accounted for 25.8%, 27.0%, and 25.8% of fiscal 2026, 2025, and 2024 net sales, respectively. The Company's ten largest customers generated approximately 50% of net sales in fiscal 2026.

Recent SEC Filings

2026-08-06 Reported quarterly results (+2 more) View filing ↗
2026-07-16 Shareholder vote results View filing ↗
2026-06-18 Regulation FD disclosure View filing ↗
2026-05-21 Regulation FD disclosure View filing ↗
2026-05-21 Reported quarterly results (+2 more) View filing ↗
2026-02-27 Entered a material agreement (+2 more) View filing ↗
2026-02-12 Regulation FD disclosure View filing ↗
2026-02-12 Regulation FD disclosure View filing ↗
2026-02-05 Reported quarterly results (+2 more) View filing ↗
2026-02-02 Completed an acquisition or disposition (+1 more) View filing ↗
2025-11-06 Reported quarterly results (+2 more) View filing ↗
2025-09-23 Entered a material agreement (+1 more) View filing ↗

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